Retirement plan

VIRGINIA RESOURCES RECYCLED 401K

Name: VIRGINIA RESOURCES RECYCLED, LLC - VIRGINIA RESOURCES RECYCLED 401K (2016) Form 5500
Creator: VIRGINIA RESOURCES RECYCLED, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, VIRGINIA RESOURCES RECYCLED 401K, VIRGINIA RESOURCES RECYCLED, LLC

VIRGINIA RESOURCES RECYCLED, LLCEIN 20-0465201Plan #001PY 2016

101 DRY BRIDGE ROAD - MIDLOTHIAN, VA 23114804-561-3078vrrllc.comLinkedIn1-10 employeesconstruction

Prospect flagsLow assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$159K

+148.4% from 2015

Total participants

+62.5% from 2015

Average account balance

$9,963

+24.2% from 2015

Annual return

91.54%

+88.84 pp from 2015

Benchmarks

See 4,837 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants<25

Cohort4,837 peers

Snapshot2016

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$93K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$13K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+6.62%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$6671

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2G2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.

Opportunity flags

2 tripped

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$3K

$241 / participant

Other / not subdivided$3K100.0%

% of EOY assets

1.965%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$9,963

$136,307-92.7%

$106,619-90.7%

$273,972-96.4%

Participation rate

100.0%

84.8%+15.2pp

78.0%+22.0pp

83.0%+17.0pp

Annual return

91.54%

11.05%+80.5pp

9.42%+82.1pp

41.46%+50.1pp

Employer contribution / active EE

$1,358

$5,190-73.8%

$3,947-65.6%

$4,869-72.1%

Participant deferral / active EE

$1,646

$4,969-66.9%

$3,930-58.1%

$5,287-68.9%

Admin fee / account holder

$196

$8,625-97.7%

$6,418-97.0%

$10,133-98.1%

VIRGINIA RESOURCES RECYCLED 401K

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

VIRGINIA RESOURCES RECYCLED 401K

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion